lag7: buy the most-hated Mag 7 name each month (laggard rotation inside a hindsight basket) — tweet

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lag7: buy the most-hated Mag 7 name each month (laggard rotation inside a hindsight basket) — tweet

· @pitdesi

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Source claims a monthly laggard rotation inside the Mag 7 returned +347% since May 2023 vs +162% for the equal basket and +90% for the S&P 500, with one chart image and no cost or tax detail. Desk read: the basket was named after it had already won, so every member is a survivor; the rule holds one name at 100% for about forty decisions; a label-permutation placebo inside the same basket is expected to reproduce the result, which would show the basket, not the rule, does the work. Kept because quality-plus-drawdown entry on declared names is the user's own practice and a selection claim the no-desk twin can grade. Filed as MONEY satellite arm S3b ("lag7") with preregistration conditions; a comment on the post named it lag7. Not a recommendation.

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Source claims a monthly laggard rotation inside the Mag 7 returned +347% since May 2023 vs +162% for the equal basket and +90% for the S&P 500, with one chart image and no cost or tax detail. Desk read: the basket was named after it had already won, so every member is a survivor; the rule holds one name at 100% for about forty decisions; a label-permutation placebo inside the same basket is expected to reproduce the result, which would show the basket, not the rule, does the work. Kept because quality-plus-drawdown entry on declared names is the user's own practice and a selection claim the no-desk twin can grade. Filed as MONEY satellite arm S3b ("lag7") with preregistration conditions; a comment on the post named it lag7. Not a recommendation.

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